Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,216 | $56,134+62.5% | $96,161-5.1% | $85,856+6.2% |
| Participation rate | 71.4% | 56.7%+14.7pp | 68.4%+3.0pp | 69.3%+2.1pp |
| Annual return | 11.76% | 42.30%-30.5pp | 192.01%-180.2pp | 318.58%-306.8pp |
| Employer contribution / active EE | $2,613 | $1,620+61.3% | $2,798-6.6% | $2,565+1.9% |
| Participant deferral / active EE | $2,763 | $2,858-3.3% | $4,349-36.5% | $3,952-30.1% |
| Admin fee / account holder | $5,037 | $3,769+33.6% | $5,538-9.1% | $6,261-19.5% |